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300 E State Street Ste 504, Redlands, CA 92373 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
300 E State Street Ste 504, Redlands, CA 92373 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ensen Mason, Cpa | Redlands | CA | 11/1988 | Present |
| Mason Financial Services, Inc. | Redlands | CA | 02/2015 | Present |
| San Bernardino County | San Bernardino | CA | 01/2019 | Present |
Mason Financial Services CPA Non-investment related 300 E State Street Ste 504 Redlands CA 92373 Accounting Firm CPA 11/1988-Present 50 hours/month, 10 during trading hours Tax and accounting services San Bernardino County Auditor-Controller/Treasurer/Tax Collector Investment Related 268 E Hospitality Ln San Bernardino CA 92408 Title: Auditor-Controller/Treasurer/Tax Collector Duties: In his role as Auditor-Controller/Treasurer/Tax Collector, Mr. Mason oversees 320 employees in directing the financial affairs of the County and managing an investment pool of over $12 billion. He also is an ex officio member on the San Bernardino County Employees' Retirement Association Board of Retirement and helps manage their more than $14 billion portfolio of investments. As Auditor, he is the fiscal watchdog for the County in ensuring taxpayer dollars are spent without waste, fraud, or abuse. As Controller, he ensures that funds are spent properly and efficiently. As Treasurer, he supports taxpayers and County employees by ensuring their investment dollars receive the highest return safely possible. Finally, as Tax Collector, he collects all tax monies owed fairly and compassionately while providing taxpayers with full due process rights and affording them every opportunity to pay taxes conveniently and easily. Start 1/2019 60 hours/month, 40 during trading hours San Bernardino County Employees Retirement Association Investment Related 348 W Hospitality Ln San Bernardino CA 92408 Pension plan Trustee 01/2019-Present 4 hours/month, all during trading hours One of nine trustees on the board San Bernardino County Defined Benefit Committee Investment related 385 N Arrowhead San Bernardino CA Defined Benefit Committee Committee member 01/2019-Present 1 hour/month during trading hours Participate in management of the county defined benefit plan
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-30 |
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